36:Shipping Menu

Shipping

The Shipping function allows the user to pick and fill sales orders that need to be shipped. Shipping and picking personnel will most often use this screen. This screen has functionality to allow it to be based on “Case Picking” as the format for filling orders. This functionality is set in the “Master” Whistle System Settings.

Case Picking Overview

With Case Picking for Shipping turned on, the user will see the below menu instead of the Shipping Window after selecting “Shipping” from the Main Menu.

Case Picking breaks the Shipping workflow down into parts. These are “Staging”, “Loading” and “Shipping”. Each section allows a user to focus on the single particular part of the Shipping transaction without having to complete the entire transaction before moving on.

Staging

Staging is the operation where the user picks the assigned inventory for the Shipping Order and stage them in an area for the loading phase of the transaction.

Staging in accomplished by using the Whistle Dashboard to set up the Stage orders.

Order numbers are entered into the <Order #> field and assigned inventory is picked from the embedded result field showing each pallet and item.

Loading

Loading is the operation whereby the user loads the inventory that was picked and staged for the Sales Order onto the transportation.

Loading is accomplished by using the Whistle Dashboard to schedule the load operation for the Sales Order.

Shipping Items

Select ‘Shipping’ from the main menu to access the shipping menu or from the “Case Picking” Shipping Menu. This screen will also have a window-tab feature like Report Production and is accessed in the same way. (The example below is going to use the Shipping window for the entire transaction, including picking and loading which may be have been done separately if “Case Picking” was used by the user.)

Enter the sales order number of the order you wish to fill.

If you do not know the order number, press <Ctrl> and <A> to display a list of open shipping orders that need to be filled.

Use the arrow and/or tab keys to highlight the order that you want to fill. Press ‘Enter’.

Whistle will return to the main shipping screen with the correct sales order number.

Picklist

NOTE!! Whistle must generate a PICKLIST for all Shipping Orders that you want to fill. A PICKLIST is a list of specific containers that are allocated to filling the particular sales order. Once you generate a PICKLIST, all conainers on the PICKLIST will be reserved for use by that sales order alone. The containers will not be able to be used for anything else. If a PICKLIST has not been generated for this order, Whistle will ask you if you would like to generate one at this time. Select <YES> to generate a PICKLIST. Be patient, for this may take a little time.

The cursor will automatically move to the ‘<Pick Options>’ option.

Press ‘Enter’ to view a list of Pick Options.

You have 4 options...

Next Pallet

Whistle to automatically tell you which container to pick next. Whistle will automatically take you to the Picking screen. (proceed to step #5)

Choose From List

This option allows you to choose a particular container from the PICKLIST. The following PICKLIST screen will be displayed...

Select the desired Container to load it into the Picking Screen. (proceed to step #5)

Regenerate

This option will regenerate another PICKLIST.

Deallocate List

Use this option to release from hold all of the containers that are on the PICKLIST. This will destroy the PICKLIST. You will have to create another PICKLIST if you want to pick items for this sales order.

Press ‘Enter’ to load the item into the main shipping screen.

Whistle will default to ‘Picking’ function. This function will suggest a Tracking # and Bin location from which to pick the appropriate container.

Scan the Tracking # and Bin # of the container selected.

Select <PICK>> to enter the container into the Shipping frame for loading.

Select <YES> to build the container and proceed to the Shipping screen.

The selected container must next be loaded for shipping.

Over Quantity Pallet

NOTE!!: You may receive the following message if the container you choose exceeds the quantity required to complete the order.

Select <OK> to clear the message and proceed to the main shipping screen. If you want to ship the exact quantity required, choose <SPLIT> from the main menu to split the pallet in two and only ship the amount required. Proceed to the SPLIT PALLET section for details on how to split a pallet.

You have several options at this point:

LOAD

Select <LOAD> to load the container as it is. If the container’s quantity exceeds the quantity required for the load, you will be asked again if you would like to split the pallet.

Select <YES> if you would like to split the container and proceed to the SPLIT PALLET screen.

SPLIT

Select <SPLIT> to split a pallet in two. Proceed to the next section, “Split Pallet”, for details on how to use the SPLIT PALLET Screen.

Adjust Quantity

Select <ADJ QTY> to adjust the quantity located on the container. Only use this function if the quantity on the container differs from the quantity Whistle *thinks* is on the container. Whistle will take you to the ADJUST QUANTITY Screen. Proceed to the “Adjust Quantity” Section of this chapter for details on how to use this screen.

VIEW LOAD

Select <VIEW LOAD> to view what has already been loaded for this order. Proceed to the “View Load” section of this chapter for details on using this function.

UNLOAD

Select <UNLOAD> to unload a particular container that has already been loaded. Proceed to the “Unload” section of this document for details on how to use this function.

LOAD

Select <LOAD> to load the container. For all other options, proceed to the following sections. The following message will be displayed if the container was successfully loaded:

Select <OK> to continue.

Whistle will default back to ‘Picking’ mode after a container is loaded into the system. It will automatically select the next container to pick. Repeat this Picking / Loading process until all items on the shipping order are loaded. Once all items associated with a Sales Order are loaded, a Supervisor will review and ship them. The shipping process may be repeated until all of the day’s Sales Orders are filled.

To Split a Container

Select <SPLIT> from the main shipping screen. You will be taken to the “Split Pallet” screen.

Enter the destination Tracking # if you are moving the items to an existing container with an existing Tracking #. If you are moving the items to a new container, simply scroll through this field and Whistle will generate a new Tracking # for you.

Whistle will display the amount of the Item that already exists on the new container. Enter the new container’s BIN #.

Enter the Quantity of the Item that you are going to move. If the quantity can be entered in several UOMs, use the ‘A’ and ‘Z’ keys to toggle between possible UOMs.

Use the space bar to select if you would like to PRINT a new label for the new container. Select <OK> to process the “Split Pallet” transaction.

Select <YES> to proceed with the transaction.

You will be given the opportunity to load the container in the Shipping Screen. Notice that the quantity that you will be loading has been decreased by the amount of item that you have transferred off of the container.

To Adjust the Quantity on the Container

Select <ADJ QTY> from the main Shipping Screen. You will be taken to the “Adjust Quantity” screen.

Select the Unit of Measure (UOM) of the Item for which you would like to Adjust the Quantity. Use the A and Z keys to change the UOM. Note that if there is only one UOM available, then you will not be able to select others.

Enter the container’s New Quantity. This is the quantity of the Item that is actually on the container.

NOTE!! If you are using ‘CS’ as your UOM, then you may use the Layers and Boxes fields to calculate the number of cases on the container. This will eliminate the hassle of having to count every single case on the container.

Enter the Reason for why you are adjusting the quantity of this container. You may view a list of reasons by pressing Ctrl-A. Choose a reason from the displayed list. You may enter any Comment at the bottom of the screen to provide extra information about the details of this adjustment.

Select whether you would like to print a new label for the adjusted inventory. Use the space bar to toggle the Print setting from ‘X’ to ‘ ‘.

Select <OK> to proceed with the transaction.

Select <YES> to confirm that you would like to proceed with the transaction.

You will be brought back to the main Shipping Screen to have the opportunity to load the container for shipping.

To View what you have Loaded

Select <VIEW LOAD> to see a list of all items associated with the sales order.

Whistle will display a list of all items associated with the sales order that have been loaded.

Press any key to return back to the Shipping Screen.

To Unload Previously Loaded Items

Select <UNLOAD> to remove loaded containers from the system.

Enter the Track # or the Item # of the container that you wish to unload.

Select <UNLOAD> to process the unload transaction and return to the shipping screen.

Screen Settings

Ship Erp Locn - inputfield. This setting is used to inform Whistle of the ERP’s Ship Location QD Ship - checkbox. With this setting turned on, Whistle will optimize the Shipping screen to load pallets using fewer fields when a picklist has not been generated for use. Report Printer - inputfield. This field takes an entry to specify a report printer that all shipping reports will be sent to for the user. Track Extra Info? - checkbox. With this setting turned on, Whistle will display an additional button called <More> which, when selected, will display a pop-up window to will allow the user to enter the following field entries : SCAC, BOL, ShpD, Trlr, Seal, Chep. Show NFF Cont Convert Button - checkbox. With this setting turned on, Whistle will display an NFF Container Convert <Convert> button which will allow for additional attributes to be accessed on an item. Instruction Lookup - checkbox. With this setting turned on, Whistle will display shipping instructions that have been setup for the order items. Confirm Load Success - checkbox. With this setting turned on, Whistle will display a success message box after each completed transaction. Allow Extra WT Items - checkbox. With this setting turned on, a user can load an item on a warehouse transfer that is not on the order. When doing this, the user will be prompted if they want to add the item to the order. If the user chooses to add the item to the order, then the order will be updated with the new item order line. Collect Carrier - checkbox. With this setting turned on, the user will be prompted for the shipping carrier information when the user presses the <Ship> button. Do SSCC - checkbox. With this setting turned on, a new option will appear the <Pick Options> menu to “Print SSCC”. Printing SSCC shipping labels will be performed according to the setup and special required fonts. Allow Multi Ship - checkbox. With this setting turned on, orders that are partially shipped will not be closed and additional shipments may be made against the same order in the future. Collect PRO Number - checkbox. With this setting turned on, Whistle will prompt the user to enter the PRO number of the carrier before shipment is allowed. Dont allow load of held orders - checkbox. With this setting turned on, Whistle will not allow orders that are on hold to be transacted. Require Carrier and PPF from Dash - checkbox. With this setting turned on, Whistle will require the carrier and PPF (PrePaidFreight) information though the Whistle Dashboard entered before a shipment can occur. Use old picking for sales order - checkbox. With this setting turned on, Whistle will use a previous version of picking logic for sales orders instead of the new “Stage” and “Load” screens in version 3.4. Allow inventory lookup from track field - checkbox. With this setting turned on, Whistle will allow the Ctrl-T inventory lookup function from the trackfield on the Shipping screen. Allow WT shipment of items on hold in ERP. - checkbox. With this setting turned on, Whistle will allow shipments of items that are on hold in the ERP for warehouse transfers. Allow WT shipment of items on hold in Whistle. - checkbox. With this setting turned on, Whistle will allow shipment of items on hold in Whistle for warehouse transfers. Require Valid Adage Allocations - checkbox. With this setting turned on, Whistle will require valid ERP stock allocations before allowing the transaction.